REDW Wealth LLC: 13F holdings
CIK 16889312026Q2
| Positions | 104 |
|---|
| Reported value | $279.1m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 104 (+5 vs prior quarter) |
|---|
| Reported value | $279.1m (+11.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 65,597 | $24.3m | 8.7% |
| JQUA J P MORGAN EXCHANGE TRADED F | 269,822 | $19.5m | 7.0% |
| AVUS AMERICAN CENTY ETF TR | 145,795 | $18.7m | 6.7% |
| VEA VANGUARD TAX-MANAGED FDS | 256,551 | $18.3m | 6.5% |
| IVV ISHARES TR | 19,577 | $14.7m | 5.3% |
| JPST J P MORGAN EXCHANGE TRADED F | 242,930 | $12.3m | 4.4% |
| BSV VANGUARD BD INDEX FDS | 139,165 | $10.8m | 3.9% |
| AVDE AMERICAN CENTY ETF TR | 110,315 | $9.8m | 3.5% |
| EMXC ISHARES INC | 91,716 | $9.4m | 3.4% |
| AVEM AMERICAN CENTY ETF TR | 84,108 | $8.1m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1688931")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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